StockDriftsStockDriftsTop 50 Independent Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 8.8% | 26.4K | $9.7M | -0.51%(-136) | $375.89(+7.37%) | 2026-06-30 | |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 6.22% | 204.8K | $6.9M | +10.24%(+19.04K) | $31.70(+8.73%) | 2026-06-30 | |
| SHY | ISHARES TR | 5.76% | 77.6K | $6.4M | +62.51%(+29.84K) | $82.65(-0.92%) | 2026-06-30 | |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 5.62% | 149.6K | $6.2M | +0.49%(+730) | $39.32(+9.33%) | 2026-06-30 | |
| CSHI | NEOS ETF TRUST | 4.76% | 105.7K | $5.3M | -17.62%(-22.59K) | $49.74(+0.24%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 4.68% | 102.8K | $5.2M | -7.85%(-8.75K) | $50.30(+0.25%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 4.65% | 91.6K | $5.1M | +2.62%(+2.34K) | $51.86(+12.83%) | 2026-06-30 | |
| HOLA | J P MORGAN EXCHANGE TRADED F | 4.64% | 92.7K | $5.1M | +7.58%(+6.53K) | $52.04(+9.68%) | 2026-06-30 | |
| SSUS | STRATEGY SHS | 3.87% | 77.3K | $4.3M | +2.61%(+1.97K) | $48.57(+16.62%) | 2026-06-30 | |
| MGC | VANGUARD WORLD FD | 3.31% | 13.4K | $3.7M | -0.77%(-103) | $247.52(+14.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.46% |
Independent Wealth Advisors LLC reports $110.51M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are GLD (8.8%), HEQT (6.2%) and SHY (5.8%). The top 20 holdings account for 72.58% of reported assets. Its disclosed equity book has returned +1.58% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Independent Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Independent Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2136099). View Independent Wealth Advisors LLC’s 13F filings on SEC